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I issued a credit note by selecting a posted item transaction in the project module in AX2012, using the function "select for credit note".
The customer gets credited but the item is not added back in inventory.
I checked the inventory model group for the item selected, and both post physical and financial inventory fields have a tickmark.
Are there any additional settings that I should check or is there a way to select whether the item should be posted back into the inventory when I issue the credit note from project module?
Thanks a lot for your help!
What kind of item is it that you want to have added back into inventory?
Did you only create a project related credit note or did you also post some PO/SO/inventory related transactions?
Can you share the invoice voucher and the transaction origin that was created with the credit note?
thanks for your quick reply. Here the additional information:
-it's an item bought from a related company and stored in inventory for sale.
-I only created the project related credit note, nothing else.
The credit note voucher looks like this:
And here the transaction origin:
Thanks for your help
Many thanks for the screenprints.
The transaction origin show the item transaction only at the project level.
There is, however, no related inventory posting, which means that you have to do that if the items have been returned and put back into stock.
The simplest way of doing that is posting an inventory adjustment / movement journal.
To get this right next time, it is important to check the process that you have in place for returning goods.
If items are returned to your inventory a return order should be recorded to get the postings that you have record automatically posted.
I believe you will find that the credit note line has the scrap field checked true. If you uncheck it, it will return the item to inventory.
hope you are doing well, my issue is that i have issued 4 qty to a project and now out of 4, 2 are being returned
can you please tell me the steps to complete this task and to issue a credit note to the project for 2 items and bring the qty back to the warehouse
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